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The AI Slowdown Is Fake News
AI stocks are selling off hard this morning after Anthropic CEO Dario Amodei's weekend essay calling to pace the frontier and slow AI capability gains, a view Sam Altman and Elon Musk echoed. Nvidia, Caterpillar, and Lam Research, all top holdings of mine, are getting whacked on this news. My take is that the AI slowdown narrative is fake news for a long-term investor, and selling your AI infrastructure names over a headline would be a mistake.
I lay out why the selloff misreads the story. A call to slow AI because recursive learning is getting too good cuts directly against the bear case…
The skinny
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